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iShares Preferred and Income Securities ETF

1,005 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 347 increasing their positions, 396 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 85

2% more funds holding

Funds holding: 9871,005 (+18)

1.06% less ownership

Funds ownership: 39.8%38.74% (-1.1%)

6% less capital invested

Capital invested by funds: $5.84B → $5.51B (-$327M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

12% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,005
Holders Change
+18
Holders Change %
+1.82%
% of All Funds
12.23%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.27%
New
122
Increased
347
Reduced
396
Closed
85
Calls
$6.89M
Puts
$8.15M
Net Calls
-$1.25M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
951
IMA Advisory Services
Colorado
$15.2K
HHCP
952
Hilton Head Capital Partners
South Carolina
$13.9K +$14K +448 New
BAM
953
Byrne Asset Management
New Jersey
$13.2K
MCA
954
McGuire Capital Advisors
Oklahoma
$12.6K +$12.7K +408 New
EWM
955
EPG Wealth Management
Georgia
$12.6K -$25.4K -817 -67%
SA
956
Strategic Advocates
Utah
$12.4K
OFG
957
Oxford Financial Group
Indiana
$12.4K -$9.34K -300 -43%
AW
958
Ankerstar Wealth
Texas
$12.2K +$12.3K +394 New
IIM
959
IFC & Insurance Marketing
California
$12K +$12.2K +392 New
OSAM
960
O'Shaughnessy Asset Management
Connecticut
$11.9K -$7.35K -236 -38%
WAS
961
Winch Advisory Services
Wisconsin
$11.7K +$218 +7 +2%
TC
962
Trust Company
Kansas
$11.3K +$11.4K +365 New
RFS
963
Richardson Financial Services
Massachusetts
$10.7K +$4.58K +147 New
OC
964
Oakworth Capital
Alabama
$10.1K +$10.2K +326 New
CWP
965
Concord Wealth Partners
Virginia
$8.23K +$156 +5 +2%
1M
966
1248 Management
Missouri
$8.2K
CJ
967
Caitlin John
Michigan
$8.17K -$93 -3 -1%
FCAS
968
First Command Advisory Services
Texas
$8.11K +$8.16K +262 New
WWM
969
Wolff Wiese Magana
California
$7.89K -$10.6K -341 -57%
SR
970
Syntax Research
Florida
$7.89K
DF
971
Dunhill Financial
United Kingdom
$7.74K
AIA
972
Angeles Investment Advisors
California
$6.19K
W
973
WealthCollab
Washington
$6.19K +$6.23K +200 New
BNP Paribas Financial Markets
974
BNP Paribas Financial Markets
France
$5.6K -$221K -7,104 -98%
SFG
975
Strive Financial Group
Indiana
$5.33K +$5.36K +172 New